It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial professional about changes in your situation. Related Content Surprises Making the most of surprises is a great reason to work with us. Investment Challenges of the Affluent Investor Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind. Your Cash Flow Statement A presentation about managing money: using it, saving it, and even getting credit.